Bulk actions
On the Clients list, check any row (or the header checkbox to select all visible) and the bulk action bar anchors to the bottom of the screen. Three actions are available:
- Assign To — set preparer, reviewer, signer, or assignee across selected clients.
- Add Tag — apply a tag to all selected clients.
- Delete — archive the selected clients. (It hides them from active views — it doesn’t permanently delete.)
The bar shows how many clients you’ve selected and has a Clear selection ✕ on the right.
[Screenshot: Bulk action bar with selected clients]
How to select clients
| What you want | How to do it |
|---|---|
| Select one | Click the row’s checkbox. |
| Select a range | Click the first row’s checkbox, then shift-click the last — everything in between selects. |
| Select all visible | Click the header checkbox to select every row on the current page or filtered view. |
| Select all matching the filter | Click the header checkbox, then click Select all N clients matching this filter in the banner that appears. |
The selection survives sort and column visibility changes. It clears when you change filters or navigate away.
How to bulk assign
Click Assign To in the bulk action bar.
The dialog opens with:
| What | What goes here |
|---|---|
| Role | Preparer, Reviewer, Signer, or Assigned to. |
| User | Pick a firm user. Only users with the relevant permissions appear. |
| Apply mode | ”Overwrite existing” (replace whatever’s assigned) or “Only assign clients with no current assignment for this role” (preserve existing assignments). |
Click Apply. Assure Pro assigns the selected role on every selected client. The action is logged in the activity timeline for each client.
Use this when:
- Onboarding a new preparer and handing them a batch of clients.
- Reassigning a departing staff member’s work.
- Setting up team coverage for a slice of returns.
How to bulk tag
Click Add Tag in the bulk action bar.
The dialog opens with a tag picker:
- Type to search existing tags.
- Click + Create “your-new-tag” to make a new one inline.
Click Apply. The tag is added to every selected client. Existing tags are preserved — bulk tagging is additive.
To remove a tag in bulk, filter the Clients list to clients with the tag (using the Tags filter), select all, then use the Remove tag option in the same dialog.
How to bulk archive
Click the red Delete button in the bulk action bar.
A confirmation dialog appears: “Archive N clients? This hides them from active views. Their history, documents, and engagements are preserved and can be restored later.”
Click Archive. Assure Pro sets every selected client to Inactive and removes them from the default Clients list view. Their engagements, documents, conversations, invoices, and notes all stay — they’re hidden until you toggle Show archived on the Clients page filter.
This is not destructive — see Archiving for the full story and how to restore.
Bulk delete on the Clients page archives — it doesn’t permanently remove anything. Permanent deletion is a manual, per-client action and is only available through Assure Pro support, for safety.
What you can’t do in bulk
Some actions deliberately don’t have a bulk version:
| Action | Why no bulk |
|---|---|
| Send engagement letter | Each letter has client-specific merge fields and needs a per-client review. |
| Send invoice | Invoice line items are engagement-specific. |
| Send intake | Each intake is tied to a specific engagement — bulk would lose the mapping. |
| Update entity type | Entity type changes need per-client validation. |
| Edit SSN/EIN | Bulk editing sensitive identifiers is intentionally blocked. |
| Update custom field values | Use the per-client inline editor — bulk would obscure which client got what. |
If you need to do one of these for many clients, see if recurring billing or an organizer template applies — both let you template per-client work without manual bulk action.
Permissions
| Bulk action | Required permission |
|---|---|
| Assign To | Edit clients on each selected client |
| Add Tag | Edit clients on each selected client |
| Delete (Archive) | Delete clients on each selected client |
Non-admin users only see (and can act on) clients they’re assigned to. If you select a mix and you lack permission on some, Assure Pro applies the action only to the ones you have permission for and shows a banner — for example, “Action applied to 12 of 15 selected — 3 skipped due to permissions.”
Next
- Assignments — per-client assignment, in context.
- Tags — single-client tag picker.
- Archiving — what happens after bulk delete and how to restore.